Accounts tab

Accounts tab

Accounts tab

On this tab you can see a list of accounts assigned to the current contact and you can also add accounts by clicking the Add accounts link. If you decide to do so, the Select account dialog opens, enabling you to assign selected accounts to the current contact; optionally, a contact role may be selected (if defined). Please note that if you are editing a global contact, only global accounts are offered. Similarly, if you are editing a site contact, only current site accounts are offered.

You can View account details () of individual accounts and you can Select contact role () or Remove () an account. The displayed list can be sorted by account name, contact role, account status and country. After clicking the icon in the header of the Actions column, a context menu is displayed, offering options for export of listed data to various types of files.

Besides managing individual accounts, you can perform certain management tasks at once, specifically Selecting contact role and Removing accounts. Choose either Selected accounts or All accounts from the drop-down list and click OK.